Skip to content
Book a Consultation

Excel VBA & spreadsheet systems

Excel VBA Development and Macro Automation

Automate the Excel work your team repeats every day — consolidating files, cleaning data, producing reports and entering records through forms — with VBA macros that are documented, validated and built to survive real use.

Get Help With Excel VBASee how it works
MacrosUserFormsConsolidationValidationReport generationMacro repair

Overview

Keep Excel. Remove the repetitive work.

For many finance, operations and administrative teams, Excel is the system of record. Replacing it is expensive and disruptive; automating it often delivers most of the benefit with a fraction of the effort.

We build VBA solutions that do real business work: combining dozens of workbooks into one validated dataset, generating formatted reports and PDFs, guiding data entry through UserForms and checking data before it is used. Code is structured into modules, commented and designed to fail clearly rather than silently corrupt a workbook.

Signs you need this service

  • Someone spends hours each week combining or cleaning Excel files.
  • A critical macro broke after an Office update or a file change.
  • Data entry errors keep reaching reports.
  • Only one person understands how the workbook works.
  • Macros are blocked when colleagues open the file.

Problems we solve

Excel problems we solve

Manual consolidation

Opening many files, copying ranges and pasting them into a master workbook by hand.

Macros that stopped working

Errors after Office updates, 32-bit vs 64-bit differences, moved files, renamed sheets or broken references.

Blocked macros

Files from the internet or email marked as untrusted, and macro security settings that stop code from running.

Slow workbooks

Macros that select cells one by one, recalculate constantly or process large ranges inefficiently.

Manual report production

Formatting, filtering and exporting the same report every week or month.

Error-prone data entry

Free-typing into sheets without validation, leading to inconsistent codes and totals.

What we build

What we build in Excel

Consolidation tools

Macros that import, clean and combine files from a folder into a validated master table.

UserForms

Data entry forms with dropdowns, required fields and validation before records are saved.

Report & PDF generation

Formatted reports, per-customer statements and PDF exports produced with one click.

Outlook integration

Emails with attachments generated from workbook data using Outlook on Windows.

Validation & audit

Checks for duplicates, missing values and out-of-range numbers, with a log of changes.

Macro repair & refactoring

Fixing broken code and restructuring fragile macros into maintainable modules.

Sample workflow

Sample workflow: monthly branch consolidation

This example illustrates a typical VBA consolidation tool. Each branch sends a workbook in the same template; the macro combines them into one validated report.

Files that fail validation are listed in an exceptions sheet so the team knows exactly what to follow up on.

This is a hypothetical example built to explain the approach. It is not a description of a specific client project.

Demonstration — sample data, not a client project

Excel VBA: folder of workbooks → validated master report

  1. 1Folder selectedUser picks the month’s input folderwaiting
  2. 2Files opened read-onlyEach workbook opened without updating linkswaiting
  3. 3Template checkedSheet name, headers and required columns verifiedwaiting
  4. 4Data combinedRows copied in bulk using arrays, not cell by cellwaiting
  5. 5Exceptions loggedInvalid files and rows listed with reasonswaiting
  6. 6Report producedPivot refreshed and a PDF summary exportedwaiting
Press “Run the workflow” to watch the sample data move through each step.

How this workflow is specified

Trigger
A button or ribbon command run by an authorized user.
Applications
Microsoft Excel (Windows desktop), optionally Outlook for distribution.
Data inputs
Branch workbooks in a shared template, a folder path and a reporting period.
Processing logic
Validate each file’s structure, read data into arrays, combine, de-duplicate, refresh summaries, export PDF.
Expected outputs
Master data table, refreshed summary and pivot, PDF report and exceptions list.
Failure points
Changed templates, files open by another user, blocked macros, 64-bit API declarations, very large files.
Error handling
Structured error handlers per file, application settings always restored, exceptions sheet with reasons.
Testing
Sample folder with valid files, a broken template, an empty file and a duplicate file.

Platforms & tools

Excel technologies we work with

VBA runs in desktop Excel. Where your team works in Excel for the web or on Mac, we will discuss compatibility and alternatives such as Office Scripts or Power Query.

Excel VBAUserFormsExcel tablesPower QueryPivotTablesOutlook automationOffice ScriptsTrusted LocationsDigital signaturesCSV / text importsAccess / SQL connectionsGoogle Sheets migration

Implementation process

How an Excel VBA project runs

  1. Discovery call

    We review the current process, the applications involved and the outcome you need, and ask for examples of real (or anonymized) records.

  2. Written scope

    You receive a short plan: trigger, steps, data fields, error handling, what is included and what is out of scope.

  3. Build

    We work on a copy of your workbook with sample files, keep code in named modules with comments and never test destructive steps on original data.

  4. Test

    Normal, edge and failure cases are tested — missing fields, duplicates, bad formats and authentication problems.

  5. Go live

    The workflow is switched on with you, checked against live activity and monitored during the first days.

  6. Handover

    You receive notes on how it works, where logs live, how to pause it and what to check if something changes.

Practical considerations

Practical considerations

  • VBA does not run in Excel for the web, and some features differ on Mac; we confirm your environment first.
  • Microsoft blocks macros by default in files downloaded from the internet; distribution needs a plan such as Trusted Locations or signed macros set up by your IT team.
  • Always keep backups before running macros that change data — our tools are designed to work on copies where practical.
  • If many people need to edit data at the same time, a shared database or a cloud tool may be more suitable than a single workbook.

Troubleshooting

When an Excel macro stops working

We reproduce the problem on a copy of the file and check:

  • The exact error — the run-time error number, message and the highlighted line.
  • Macro security — whether the file is blocked or macros are disabled.
  • References and paths — missing library references, moved files or renamed sheets.
  • Environment — Excel version, 32-bit or 64-bit, Windows or Mac.
  • Data changes — new blank rows, merged cells or text where numbers are expected.

Get a macro fixed

FAQ

Excel VBA questions

Can you fix a macro written by someone else?

Yes. We reproduce the error on a copy of the workbook, identify the cause and fix it, and can refactor the code if it is fragile.

Will the macros work on Mac or Excel online?

Excel for the web does not run VBA. Many macros work on Excel for Mac, but some Windows-specific features do not. We confirm requirements before building.

Is it better to move to Google Sheets or a database?

Sometimes. It depends on collaboration needs, volume and existing processes. We can compare options, including keeping Excel.

Can Excel send emails or create PDFs automatically?

Yes. Excel can export PDFs directly, and on Windows it can create Outlook emails with attachments from workbook data.

Will our team be able to use the tool?

Yes. Tools are designed with clear buttons and messages, and we include simple usage notes.

Guides

Related troubleshooting guides and tutorials

Excel VBA Macro Not Working? Common Errors and Solutions

Why Excel macros stop running and how to fix them: internet-blocked files, Trust Center settings, missing references, 64-bit Declare statements, and common run-time errors.

Read the guide

Want Excel to do the repetitive work?

Describe the manual steps, the files involved and the Excel version your team uses.

Get Help With Excel VBABook a Consultation

Related

Related services